Client-Focused Personal Lines Account Manager

University Bank; Ann Arbor (MI); On-site; USD 45,000 - 60,000; Full time

Job summary

University Bank is seeking a Personal Lines Account Manager to handle changes to customer accounts within carrier guidelines, remarket existing personal lines business when needed, and solicit new insurance clients. The role includes servicing existing accounts (payments, changes, claims, requotes) and maintaining thorough records in the agency management system.

A high school diploma and a Property & Casualty license (or ability to obtain within 90 days) are required, with 3 years of personal

Qualifications

• High school diploma or equivalent required.
• 3 years of previous personal lines insurance servicing & quoting experience highly preferred.
• Current Property & Casualty Insurance License in required lines (or ability to obtain license within 90 days of obtaining role).

Responsibilities

• Renewal Reviews of all personal lines accounts based on agency procedures.
• Evaluate customer inquiries to make an informed decision.
• Follow up with underwriter and customer through renewal process and with changes.
• Log all activities in agency management system.
• Maintain records, reports, and files as applicable.
• Answer customer inquiries regarding coverage, changes, claims, etc.
• Round current customers accounts when servicing the client.
• Remarketing Personal customers when requested by customer.
• Handle overflow of new business when needed.
• Assist Producer(s) when needed.

Skills

Customer relations

Communication skills

Time management

Analytical skills

Problem solving

Confidentiality

Independent work

Education

High school diploma or equivalent

Property & Casualty license

Tools

Excel

Word

Job description

University Bank is seeking a Personal Lines Account Manager to handle changes to customer accounts within carrier guidelines, remarket existing personal lines business when needed, and solicit new insurance clients. The role includes servicing existing accounts (payments, changes, claims, requotes) and maintaining thorough records in the agency management system.

A high school diploma and a Property & Casualty license (or ability to obtain within 90 days) are required, with 3 years of personal